See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD FIDUCIARY SERVICES Service code 13 · EIN 23-2186884 PO BOX 1101 · VALLEY FORGE, PA 19482 | Contract Administrator | $16,031 |
HBE LLP4 years Service code 10 · EIN 47-0677245 POI BOX 23110 · LINCOLN, NE 685423110 | Accounting | $10,082 |
Service code 10 · EIN 20-8243033 PO BOX 390776 · OMAHA, NE 681390776 | Accounting | $5,285 |
FIDUCIENT ADVISORS LLC2 years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,368 | $64,119+193.8% | $112,228+67.8% | $66,914+181.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.57% | -13.81%-3.8pp | 27.45%-45.0pp | 1.58%-19.1pp |
| Employer contribution / active EE | $12,415 | $3,005+313.1% | $3,635+241.6% | $2,544+388.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $538 | $625-13.9% | $6,410-91.6% | $593-9.3% |